See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,719 | $102,605-66.2% | $145,661-76.2% | $84,808-59.1% |
| Participation rate | 96.0% | 74.3%+21.7pp | 77.2%+18.8pp | 68.3%+27.7pp |
| Annual return | 18.34% | 26.50%-8.2pp | 101.46%-83.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,100 | $3,325-6.8% | $4,238-26.8% | $2,631+17.8% |
| Participant deferral / active EE | $4,902 | $5,750-14.8% | $7,198-31.9% | $4,212+16.4% |
| Admin fee / account holder | $2,910 | $8,758-66.8% | $12,466-76.7% | $7,344-60.4% |